AJ works with individuals, their families, and their businesses to help develop a comprehensive strategy for managing their wealth. His process is grounded in first understanding the goals of each client. He then aids in planning with his clients to develop a road map to their goals and finally implements that plan with them. He leverages the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. The periodic reviews, revisions, and the overall relationship based on trust with his clients is what drives him to provide a premier level of service. When his clients are able to pursue their dreams, he feels as though he has succeeded.
AJ joined Merrill in 2018. As a Financial Advisor he assists clients by helping them pursue their personal and financial goals. He is a graduate of Indiana University Bloomington with a bachelor’s degree in economics. He currently lives in Downers Grove, IL and is active in his community, regularly attending automotive, sporting, and live music events.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
